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雅乐科技 (YALA US) - 深耕MENA市场的头部社交与游戏企业	李怡珊,王腾杰	2025-07-03
YALLA (YALA US) - Leading social + gaming provider with key focus in MENA	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-07-03
Global AI/Robotics - General-purpose humanoid to accelerate, vertical-specialized robots to lead early breakthroughs	Liang Yonghuo,Harrison, Yin Haocheng	2025-07-02
全球人工智能/机器人 - 通用机器人迭代加快，专业机器人率先突破	梁勇活,殷浩程	2025-07-02
Strategy report - Stock picks for 3Q25	Lee Yat Fai, Sam,Guo Shuyin,Wong Tang Kit, Tommy,Liang Yonghuo,Chen Zhuhong, Jonah,Wong Ming Him, Joseph,Li Yishan, Crystal,Harrison, Yin Haocheng,Chen Hongdao, George	2025-06-30
策略报告 - 25年三季度股票推荐	李日晖,郭书音,王腾杰,梁勇活,陈铸鸿,黄铭谦,李怡珊,殷浩程,陈泓道	2025-06-30
海外市场周度更新 (2025/6/30) - 美股技术性反弹创新高，经济数据提示谨慎配置	郭书音	2025-06-30
Strategy Weekly (30 June 2025) - US Stock’s Technical Rebound Hits New Highs; Weak Data Urges Caution	Guo Shuyin	2025-06-30
Atour Lifestyle (ATAT US) - Re-rating continues	Wong Ming Him, Joseph	2025-06-27
亚朵 (ATAT US) - 持续估值重估	黄铭谦	2025-06-27
China Macro Economy - China economy to stabilise in 2H25	CMS (HK) Research	2025-06-27
Willfar Information Technology (688100 SH) - Leading digital upgrades and speeding up overseas expansion	CMS (HK) Research	2025-06-25
新东方教育科技集团 (EDU US) - 业务推进顺利，股东回报潜力释放	李怡珊,王腾杰	2025-06-25
New Oriental Education (EDU US) - Ontrack development with potential shareholder return catalysts	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-06-24
China Macro Economy - Global liquidity expansion mechanism may shift	CMS (HK) Research	2025-06-24
海外市场周度更新 (2025/6/23) - 中东地缘冲突升级但极端风险可控	郭书音	2025-06-23
Strategy Weekly (23 June 2025) - Middle East Geopolitical Tensions Escalate, but Extreme Risks Remain Manageable	Guo Shuyin	2025-06-23
China Metals & Mining Sector - Coal prices lacking upside momentum, awaiting summer demand surge	CMS (HK) Research	2025-06-20
欢聚 (JOYY US) - 估值具备显著吸引力	王腾杰,李怡珊	2025-06-19
China Banking Sector - PBoC support ensures liquidity stability	CMS (HK) Research	2025-06-19

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